Narrative Diversification

Narrative Diversification

Narrative Diversification – What is it and why does it matter? I want to call to attention a type of diversification that I think is especially relevant now and typically one that evades measurement. Narrative diversification. I’ve come across this type of...
Coronavirus Investing

Coronavirus Investing

Cash + Quality + Cap = Comebackability A great many stocks are excellent investments right now.  With the Coronavirus, I keep finding myself saying that “this too shall pass.”  It will.  Sooner or later. And when it does – you need to be ready. As there have...

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